INVESTMENT CONSULTING

Our investment consulting activities for Retirement Fund Trustees and other institutional clients cover the following areas:

• Helping clients to identify the purpose of their Fund and the investment philosophy that is consistent with that purpose.
• The development of a detailed set of investment objectives and risk constraints that is consistent with the Fund’s purpose and investment philosophy.
• Deciding on a portfolio construction method and investment manager configuration which is best suited to achieving the stated investment objective under as wide a range of economic scenarios as possible.
• The specification of detailed investment mandates (including risk constraints) for investment managers.
• Selection and de-selection of investment managers.
• Contracting with the investment managers (including the structure of performance related fees).
• Custodian selection.
• Ongoing monitoring of investment performance and investment managers.
• Design of member investment choice models for Retirement Funds, including the design of the "default" model.